See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $231,660 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $81,250 |
MORGAN LEWIS5+ years Service code 29 · EIN 23-0891050 | Legal | $30,759 |
CROWE LLP3 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $18,925 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,260 | $105,247-51.3% | $87,100-41.1% | $77,787-34.1% |
| Participation rate | 90.9% | 85.8%+5.1pp | 76.9%+14.0pp | 73.2%+17.6pp |
| Annual return | 24.19% | 24.52%-0.3pp | 28.19%-4.0pp | 32.57%-8.4pp |
| Employer contribution / active EE | $1,405 | $2,895-51.5% | $2,521-44.3% | $2,504-43.9% |
| Participant deferral / active EE | $3,832 | $5,060-24.3% | $4,049-5.4% | $3,967-3.4% |
| Admin fee / account holder | $96 | $104-7.9% | $7,497-98.7% | $100-3.9% |